| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Trustee
5 companies
Robert Young L serves as a Trustee at JGH and has filed Form 4s across 5 companies. Across recent SEC filings that breaks down to 6 buys and 2 sells. Those positions are worth an estimated $1.1M at current prices.
Historically, Robert Young L's trades have earned a middling insider score of 54/100 across 6 rated trades. Over a 12-month horizon, 33.3% of those trades were profitable, with an average 12-month return of -0.1%.
The biggest single holding is JGH (~$423K) as Trustee. Net of sales, the recent Form 4 record there shows accumulation of 16,475 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 2, 2024 | NAD Nuveen Quality Municipal Income Fund | Trustee | Buy | 16,977 | $11.78 | $199,989.06 | +107.8% | +5.3% | -3.0% | |
| Jul 2, 2024 | NZF Nuveen Municipal Credit Income Fund | Trustee | Buy | 16,131 | $12.40 | $200,024.40 | New | +5.8% | -2.9% | |
| Jan 22, 2024 | JGH Nuveen Global High Income Fund | Trustee | Buy | 16,475 | $12.13 | $199,841.75 | New | +1.8% | +7.7% | |
| Nov 17, 2023 | NAD Nuveen Quality Municipal Income Fund | Trustee | Buy | 15,750 | $10.73 | $168,997.50 | New | +5.6% | +11.7% | |
| Nov 17, 2023 | NZF Nuveen Municipal Credit Income Fund | Trustee | Sell | 14,999 | $11.18 | $167,688.82 | -100% | +6.2% | +12.4% | |
| Jun 2, 2022 | NMI Nuveen Municipal Income Fund Inc | Trustee | Sell | 9,582 | $9.65 | $92,434.68 | -100% | -3.7% | +1.7% | |
| Jan 14, 2019 | NUW Nuveen Amt-Free Municipal Value Fund | Trustee | Buy | 6,490 | $15.41 | $100,010.90 | New | - | - | |
| Jan 14, 2019 | NMI Nuveen Municipal Income Fund Inc | Trustee | Buy | 9,582 | $10.44 | $100,036.08 | New | - | - |